Preeti Ram
Preeti Ram

Investment Banking Associate

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Personal Overview
Gender Female
Age 23 Years
Location Mumbai, Maharashtra, India
Employment Status Unemployed
Marital Status Single
Food Preference Non-Vegetarian
Languages Spoken Hindi & English
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About

I am a finance professional with hands-on experience in investment banking and research support, having worked closely with senior professionals on financial analysis, company profiling, and investment-related deliverables across multiple sectors. My experience includes analyzing business models, financial statements, operating metrics, and conducting peer and sector benchmarking to support investment evaluation and decision-making. I have exposure to financial modelling and valuation support, including comparable company analysis and transaction benchmarking, along with preparing structured research outputs such as executive summaries, presentations, and internal reports. Academically, I hold a Bachelor’s degree in Commerce with a specialization in Accounting and Finance and am currently pursuing an MBA in Finance. I am also pursuing the CFA Level I, which strengthened my foundation in financial reporting, equity investments, and portfolio-level concepts. I am analytical, detail-oriented, and keen to continue developing my skills in investment research and portfolio analysis.